Wednesday, June 5, 2013

Investment Analyst, Meketa Group - Carlsbad

Investment Analyst, Meketa Group - Carlsbad

  • An Investment Analyst works directly with consultants to provide investment consulting services to clients. The Analyst is responsible for managing the reporting process for assigned clients, establishing and maintaining knowledge of a broad range of investments and managers, and providing investment and economic research to the company’s consultants.
  • The Analyst position is an intermediate-level investment position. The Analyst is expected to progressively increase his or her level of knowledge regarding general investment knowledge, the investment consulting and management industry, and firm-specific practices.
  • The Analyst works closely with consultants in carrying out the position’s duties. The position reports to the firm’s Executive Vice President in the Carlsbad office.
Solid understanding of economic and investment theory and practices
• Strong quantitative and analytical skills, including facility with financial and statistical concepts
A minimum of three years experience in the investment industry required
MBA and/or CFA charter holder or candidate preferred
• Ability to gather, organize, and coordinate data from disparate sources
• Professional and effective verbal communication skills
• Superior writing skills
• Excellent attention to detail
• Ability to work efficiently and accurately under time pressure and to meet deadlines
• Ability to work independently and to proactively seek new responsibilities
• Ability to work well with employees from other company departments
Solid interpersonal and presentation skills
Excellent computer skills, including facility with Microsoft Word and Excel

Manage report workflow by ensuring timely completion of deliverables for assigned clients, including calculating and verifying investment data, number-checking, writing, and proofing quarterly reports
• Collecting and analyzing financial data related to client investment accounts and investment managers and strategies
• Collaborating with consultants in the writing and preparation of client memoranda, market developments, and client recommendations.
• Meet with and evaluate the capabilities of investment managers. Proactively identify and meet with strong investment managers to determine which investment vehicles best meet client needs and circumstances
• Exercises discretion and independent judgment to manage and contribute to investment manager and other service provider searches for clients
• Collaborate with consultants in the creation of client investment policy statements, asset allocation recommendations, and related advisory services
• Collaborate with consultants in all aspects of client Fund Coordination services, including interacting with investment managers, custody banks, and other vendors in order to effectively advise clients
• Conduct special studies on investment-related topics
• Coordinate and collaborate with all of the Firm’s resources/personnel in fulfilling client needs. Able to facilitate and champion a team effort
• Exercises discretion and independent judgment to develop and maintain knowledge base in assigned asset class and investment manager areas
• Utilize investment-related software programs to aid in the evaluation of client investment structures and in the formulation of recommendations to management or consultants
• Representing the company by participating in existing client and potential client (marketing) presentations
• Able to effectively present investment research to internal investment staff as well as clients
• Develop resources that contribute to improvements in the quality of the company’s investment advisory services
• Develop resources that create and enhance timely and efficient workflow
• Fulfill any and all other duties deemed necessary by management

Send résumé with cover letter via e-mail to:

No phone calls, please. |

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